NJR Recruitment is currently working with a leading Wealth Management Company, who provides financial advice to clients based across the UK. Due to a pending retirement I have an excellent opportunity for a Junior Financial Adviser to join their team and service a full client bank
What’s in it for you?
*Good basic salary
*Generous bonus scheme
*Full Admin and Paraplanning support
*25 days holiday + Bank Holidays
*Full client bank provided
*Company pension
*Free Parking
This role will suit someone who has excellent relationship building skills and has been working within financial planning with experience of Pensions & Investments.
Responsibilities will include:
*Contacting clients and conducting in-depth reviews of clients’ financial circumstances, current provision and future aims
*Analysing information and preparing plans best suited to individual clients’ requirements
*Assisting clients to make informed decisions
*Researching information from various sources, including providers of financial products
*Reviewing and responding to clients changing needs and financial circumstances
What we need from you?
*Previous experience providing advice across pensions, investments and other financial products
*Progress towards Chartered Financial Planner status advantageous, but a level 4 Diploma is essential
*Detailed knowledge of financial planning solutions
*You must be able to demonstrate a good understanding of financial matters and strong analytical skills
*Strong interpersonal skills
Our client is looking for a confident, switched-on individual who has drive to exceed expectations and deliver a high level of client service
For further information please contact one of our specialist consultants quoting REF: NJR15389